See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,390 | $59,097+110.5% | $82,389+51.0% | $74,304+67.4% |
| Participation rate | 26.4% | 52.8%-26.3pp | 69.5%-43.1pp | 60.3%-33.9pp |
| Annual return | 12.20% | 22.85%-10.6pp | 28.67%-16.5pp | 29.43%-17.2pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,681 | $2,775-39.4% | $4,155-59.5% | $3,767-55.4% |
| Admin fee / account holder | $16,950 | $4,489+277.6% | $7,231+134.4% | $2,969+470.9% |